Weekly Insights

Angst vor einer Inflation?

Die Inflation ist ein Thema, das in den vergangenen Wochen immer häufiger auftaucht und für viel Unruhe sorgt. Wie können Sie Ihr Vermögen diversifizieren? John Plassard gibt Ihnen in den aktuellen Wochennews einige Tipps.

Macro Update

Bond market prospects

What are the prospects for bond markets in the context of a reflation scenario and possible future tapering by the Federal Reserve? Let our Economist & Strategist Marie Thibout tell you more.

Bond moment

SRI surge

In her Bond Moment, Catherine Reichlin today tells us about a positive outcome of the year 2020: the growing interest for socially responsible investment (SRI). Proof is: green, social, sustainable bonds and sustainability-linked debt have set new records.

Weekly Insights

Alles über den FTSE

Heute kehrt John Plassard zu seiner Studie mit dem Titel "Sollten wir den FTSE100 kaufen?" zurück, um uns ein Update zu geben. Gibt es eine echte Investitionsmöglichkeit oder nicht? Lassen Sie sich von ihm durch seine Gedanken führen.

Macro Update

Positioning overview

What is Mirabaud Asset Management's position on US dollar & gold? In this first video of 2021, our Senior Economist / Strategist Valentin Bissat gives us a brief overview, based on several political and economic factors.

Bond moment

Better little than less than nothing

What consensus for the euro zone bond market can we expect in 2021? Catherine Reichlin tells us that if the low level of bond yields is not good news for future performance, the measures announced by the ECB give reason to hope!

Macro Update

ECB watcher

How do the most recent actions taken by the European Central Bank impact the Swiss monetary policy? This is what our Chief Economist Gero Jung focuses on today, in this last Weekly Macro & Strategy Update of 2020.

Bond moment

We need more Caire

Diversifying sources of financing is key to limit dependence on creditors and Egypt is the perfect example. Above progressing in delivering its local debt on Euroclear, Egypt has been active on the green bond market since this autumn. This casts a light on the E of ESG. But what about the "Social" & "Governance" levels?

Weekly Insights

Natürliche Sprachgenerierung (NLG)

Was ist NLG, wie funktioniert es und wie wichtig ist dieser Teilbereich der künstlichen Intelligenz konkret? Hören Sie John Plassard und seinem Avatar zu, um mehr darüber zu erfahren.

Macro Update

All about USD

Our economist & strategist Marie Thibout focuses on the US dollar today. They have been negative on USD since last March and implemented a double underweight for several profiles this summer. Was it a good call?

Bond moment

Abracadabra

Do the central banks have superpowers? And how would they affect bond markets? This is the magic trick explained by Catherine Reichlin today.

Weekly Insights

Avatar

Inwieweit können Avatare Menschen tatsächlich ersetzen? Wie werden sie geschaffen; in welchen Bereichen könnten sie nützlich sein und in welchem Sinne? Lassen Sie sich heute von John Plassard... oder besser gesagt sein Avatar... durch dieses Thema führen.

Macro Update

Gold

How is gold doing and what role does it hold in our asset allocation? Along with the divergence between gold and bitcoin prices, Valentin Bissat tells us more about this in today's Weekly Macro & Strategy Update.

Bond moment

The love boat

Catherine Reichlin talks about credit markets and its reaction to the announcement that the Fed could end its credit facility programme. The symptomatic example of Carnival shows the ambient optimism linked to the materialisation of a vaccine but also to the certainty that at the slightest stress, governments will intervene again.

Weekly Insights

Janet Yellen

Heute steht die mögliche nächste US-Finanzministerin, Janet Yellen, im Mittelpunkt des Interesses von John Plassard. Was werden ihre nächsten Herausforderungen sein und wie haben die Investoren auf ihre Nominierung reagiert?

Macro Update

2021 economic outlook

In today's issue, Gero Jung summarises his 2021 economic outlook... and while short term bumps in the road exist, the economic outlook looks overall encouraging next year!

Bond moment

Forced diet

Catherine Reichlin, our Head of Research, talks about bond scarcity and how this impacts investors... and more particularly the conservative ones. Listen to her Bond Moment to start your week.

Weekly Insights

Top-Themen

Heute hat John Plassard beschlossen, zwei Themen ins Rampenlicht zu rücken: die Attraktivität der Emerging Markets und die unsichere Lage der Gastronomen in den USA. Erfahren Sie mehr über seine Gedanken in den Weekly Insights.

Macro Update

Opportunities

In today's Weekly Macro & Strategy Update, our Economist & Strategist Marie Thibout gives us a global review of the opportunities offered by the current sectorial rotation in global equity markets.

Bond moment

Bear with me

In today's Bond Moment, Catherine Reichlin evokes Russia's great comeback on the euro bond market. An interesting tactical choice with a timing that is rather based on political considerations (American elections) than economic or financial ones.